Seacrest Wealth Management

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Description

  • SeaCrest Wealth Management is a national, SEC-regulated Registered Investment Advisor, providing an independent platform for professional advisors. Headquartered in Purchase, NY, SeaCrest Wealth Management has a presence in 14 locations, and is looking to add offices throughout the United States.Our role is to partner with successful advisors to build the business that they have always envisioned. We assist in building a business that reflects an advisors core beliefs and those of their clients. At SeaCrest, we make sure that a transition to independence goes smoothly to eliminate surprises that might occur when moving an advisors most important assets: their clients.SeaCrest Wealth Advisors experience the feel of independence while partnering their business with ours. When you join SeaCrest, you receive a high payout and the ability to earn equity in our growing company. Utilizing Schwab Advisory Services as our primary platform, we provide a strong compliance environment to satisfy our regulatory requirements.SeaCrest Wealth Management was recognized by Forbes Magazine as one of the fastest growing advisory business in the country.For more information about SeaCrest Wealth Management, or if you are interested in joining as an advisor, please visit our website at www.seacrestwm.com
  • location

    Headquarters:3010 Westchester Avenue , Purchase, New York, United States

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  • Seacrest Wealth Management phone

    Phone Number: +1 914-502-1920

  • Seacrest Wealth Management website

    Website: https://www.seacrestwmclients.com

  • Seacrest Wealth Management employees

    Employees:54

  • Seacrest Wealth Management revenue

    Revenue:$1 - 10M

  • Seacrest Wealth Management legal name

    Legal Name:Seacrest Wealth Management

  • Seacrest Wealth Management's Social Media

    Seacrest Wealth Management linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner for Seacrest Wealth Management

Kenneth Metviner

Partner

Person level website visitor identification

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View Employees

Kenneth Metviner

Partner

Rick Sanchez

Managing Partner

Edward Sullivan

Managing Partner

Brenda Stein

Wealth Manager

Michael Dowd

Wealth Manager

Frequently Asked Questions regarding Seacrest Wealth Management

  • Where are Seacrest Wealth Management's Headquarters?

    Seacrest Wealth Management's Headquarters are in 3010 Westchester Avenue ,Purchase,New York,United States

  • What is Seacrest Wealth Management's phone number?

    Seacrest Wealth Management's phone number is +1 914-502-1920

  • What is Seacrest Wealth Management's official website?

    Seacrest Wealth Management's official website is https://www.seacrestwmclients.com

  • What is Seacrest Wealth Management's Revenue?

    Seacrest Wealth Management's revenue is $1 - 10M

  • What is Seacrest Wealth Management's NAICS code?

    Seacrest Wealth Management's NAICS code is 523930

  • How many employees are working in Seacrest Wealth Management

    Seacrest Wealth Management has 54 employees

  • What is Seacrest Wealth Management's Industry?

    Seacrest Wealth Management is in the industry of Financial Services

  • Who is Seacrest Wealth Management's Partner?

    Seacrest Wealth Management's Partner is Kenneth Metviner

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